Job Description

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let\xe2\x80\x99s shape the future of wealth management together.

Responsible to close working collaboration with Relationship Managers to actively provide clients with top-notch investment advice and asset allocation focused on investment performance.

YOUR CHALLENGE

GENERAL DESCRIPTION

The Investment Advisor is member of the Investment Advisory Singapore \xe2\x80\x93and shall endeavour to fulfil the financial ambitions defined and outlined for the team by Head Investment Advisory Singapore. He/she shall ensure active risk management and meet all regulatory and internal compliance expectations relating to the role.

The role requires close working collaboration with Relationship Managers to actively provide clients with top-notch investment advice and asset allocation focused on investment performance. He/she shall generate positive client performance according to the clients\xe2\x80\x99 respective risk profile, considering clients\xe2\x80\x99 explicit requirements and adding perceived value by proactively managing risks and opportunities. Further, he/she shall contribute towards the assets under management growth ambitions for the team. The incumbent shall also build highly effective relationships across the Bank to maintain and improve knowledge of the business and its latest products and services to optimise service to clients.

KEY FEATURES OF THE POSITION

People Management

• Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment
• Motivate and provide guidance/feedback to other team members to improve overall performance

Client Management (internal & external)

• Actively provide clients with top notch investment and asset allocation optimisation advice, generating positive investment performance according to the clients\xe2\x80\x99 needs and risk profile jointly with Relationship Managers
• Conduct regular portfolio reviews with clients and addressing deficiencies promptly and effectively
• Positively represent and market the team to help attract growth in assets under management
• Regular consultation with Front representatives to be kept updated of clients\xe2\x80\x99 needs/demands and take appropriate measures to fulfil them, where relevant

Business Management

• Work to fulfil the ambitions of the team defined by Head IA (SG) \xe2\x80\x93 Greater China
• Regular review of the function\xe2\x80\x99s practices to ensure efficiency and productivity are kept at optimal levels

Compliance & Risk Management

• Regular monitoring of clients\xe2\x80\x99 portfolio to ensure asset allocation and concentration/diversification are in line with the respective client\xe2\x80\x99s risk profile and investment goals
• Meet all legal, regulatory and compliance standards/requirements
• Adhere to all relevant Local User Manuals
• Regular assessment of the function\xe2\x80\x99s practices to mitigate associated risks arising out of and relating to the said function
• Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

YOUR PROFILE

SKILLS REQUIREMENTS OF THE POSITION

Personal and Social

• Able to work independently and in a global team setup to take on initiatives with a positive attitude
• Client-centric approach for all deliverables
• Able to quickly troubleshoot problems and provide effective solutions
• Fast learner and able to work under pressure to meet tight deadlines
• Good communication/coordination skills to deal with different levels of stakeholders
• Highly motivated with integrative personality
• Sound affinity with the geographic market(s) to be covered
• Relevant linguistic proficiency & cultural awareness

Professional and Technical

• Experienced investment advisor
• Relevant higher educational and professional background with minimum of 10 years of relevant working experience
• Strong fundamentals across all asset classes and investment products
• Experience in applying a global portfolio approach across all asset classes; CFA or equivalent an advantage
• Represent the Bank\xe2\x80\x99s and shareholders\xe2\x80\x99 interests at all times
• Prior exposure and relevant experience in working with Greater China clients
• Ability to provide advisory to the business
• Strong commercial judgement, business acumen and broad understanding of the financial market and products
• High proficiency in business Mandarin would be an advantage as the role is required to work with and support Mandarin-speaking clients where the main language used in written and verbal communication is expected to be Mandarin

Regulatory

• MAS licensed representative
• Familiar with regulatory expectations and requirements
• Cross border rules and regulations

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